Responsible for revenue generation processes in the organization. Accountable for driving better integration and alignment between all revenue-related functions, including marketing, sales, customer support, pricing, and revenue management. Lead the work effort, across verticals, to drive financial and non-financial incremental growth targets into executable plans. Responsible for promoting accountability, execution transparency, and performance traceability to drive the successful realization of large strategic growth initiatives. Serve as a liaison and support to branch and regional managers to ensure organic growth strategies are articulated and executed.

Key executive in developing and strategizing retail branch growth from less than $20MM a month to over $100MM a month. Supported the growth of the annual portfolio from $80MM to over $2B, representing more than a 10x increase during my tenure as CFO. Managed $125MM in corporate assets and $30MM corporate net worth. Responsible for Human Resource and Subservicing Oversight departments, bringing both in house to realize significant cost savings and service improvements. Lead highly efficient staffing model enabling an average cost per loan of $200 for all operating costs related to departments within my purview. Developed and rolled out numerous processes improvements, thus enabling cross department ability to support extreme growth with minimal staff through efficient accounting processes, practices and tools. Managed audits from states, outside accounting firms, Ginnie Mae and due diligent agents. Point of contact for Fannie Mae, Freddie Mac and Gestation line applications and approvals. Established initial partner relationships and developed initial programs for the new Correspondent partnership division that began at the start of 2019 paving the way for continued expansion and growth; made staffing recommendations for seed employees and contractors for Correspondent division.

Reported to the CFO • Maintained a 5 day closing schedule to report to the corporate entity. • Responsible for full accounting preparation and implementation of new policies and procedures• Managed AP and AR• Prepared City and State tax returns• Divisional lead on HR and Accounting corporate implemented projects

Reported to BOD (2013-2014)• Responsible for strategic business decisions and overseeing all operationsController (2010-2013)Reports to CEO, with full responsibility for cash management operations, financial statements, financial forecasts, and budgets. Manage two direct reports and participate in cross-functional leadership team. • Interacts with Board of Directors, Investors, CEO and President concerning financial forecasts and reports• Coordinate consolidation of branch financial data. • Manage relationships with external auditing firms and prepared all required financial data• Responsible for Managing credit lines; ensure correct funding and settlement of wires. Managed margin/pledge accounts for multiple lines. • Oversee all general accounting functions, including AR/AP, account reconciliations, 1099’s and 1098’s, and payroll for over 150 employees using ADP

Provided daily and month-end accounting and business tax preparation services for small to medium sized companies in diverse industries including retail, legal, financial services and real-estate. • Responsible for full accounting preparation and implementation of new policies and procedures• Managed AP and AR• Managed inventory processes including coordination physical inventory counts and cycle counts• Reviewed standard and actual costs for inaccuracies• Validated cost of goods sold, periodically and month end• Analyzed capital budging requests• Worked closely with management on any business changes and product lines and how they affect the profitability• Prepared Individual and Corporate State and Federal tax returns

$10 million Orange County financial services company with over 100 employees and multiple branch locationsController (2006 ­ 2008)Reported to CEO, with full responsibility for cash management operations, financial statements, financialforecasts, and budgets. Managed two direct reports and interfaced with cross-functional leadership teams.· Interacted with Board of Directors, Investors, CEO and President concerning financial forecasts and reports· Managed relationships with external auditing firms and prepared all required financial data· Oversaw all general accounting functions, including AR/AP, account reconciliations, 1099's and 1098's, and payroll for over 100 employees using ADP; maintained 401K and Café 125 plansAssistant Controller (2003 ­ 2006)· Ensured the accuracy of the balance sheet, including timely monthly reconciliation of all accounts· Provided support in preparation of annual budgets and ad hoc forecasts· Handled all A/P, A/R and cost accounting functions· Provided quarterly government and investor reportingFull Charge Bookkeeper (2000 ­ 2003)· Posted journal entries, reconciled bank accounts and prepared supporting schedules for review

· Tracked monthly investment records for company trust accounts· Prepared partnership, personal, and trust tax returns and developed yearly projections for business entities

Charted daily closing prices of securitiesCompleated security analysis worksheets